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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Helena | MT | 08/2022 | 11/2022 |
| Securities America, Inc. | Helena | MT | 11/2022 | 12/2023 |
| Self, Pluck! Coaching | Helena | MT | 08/2017 | Present |
| State Of Montana - Governor's Office | Helena | MT | 01/2013 | 01/2021 |
| Lpl Financial Llc | Helena | MT | 01/2024 | Present |
1) 11/2023 - SONDER FINANCIAL STRATEGIES - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 11/2023 - THE CHAMBERLIN GROUP - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent\ 3) 11/2023 - BEAVER CREEK INVESTMENTS - Business Owner - Non-inv. Related - Helena, MT - Owner - Start Date 1/8/2024 - 2hrs/month - 0.5% time spent 4) 11/2023 - PLUCK! COACHING - Business Owner - Non-inv. Related - Helena, MT - Owner - Start Date 1/8/2024 - 8hrs/month - 1% time spent 5) 11/2023 - THE VIRAGO COLLABORATIVE, LLP - Owner/partnership business networking - Non-inv. Related - Helena, MT - Co-owner - Start Date 1/8/2024 - 4hrs/month - 0.5% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-08 |
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